AGCO (NYSE:AGCO) Updates FY 2026 Earnings Guidance

AGCO (NYSE:AGCO) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 5.500-6.000 for the period, compared to the consensus earnings per share estimate of 5.860. The company issued revenue guidance of $10.4 billion-$10.7 billion, compared to the consensus revenue estimate of $10.1 billion.

AGCO Trading Up 4.7%

Shares of AGCO stock opened at $121.98 on Thursday. The company has a market capitalization of $9.10 billion, a P/E ratio of 24.25, a P/E/G ratio of 10.56 and a beta of 1.19. The company has a debt-to-equity ratio of 0.61, a quick ratio of 0.73 and a current ratio of 1.58. The company has a fifty day moving average of $109.03 and a 200 day moving average of $108.94. AGCO has a fifty-two week low of $73.79 and a fifty-two week high of $122.00.

AGCO (NYSE:AGCO) last posted its quarterly earnings results on Thursday, February 5th. The industrial products company reported $2.17 EPS for the quarter, topping analysts’ consensus estimates of $1.88 by $0.29. The company had revenue of $2.92 billion for the quarter, compared to analysts’ expectations of $2.67 billion. AGCO had a return on equity of 9.36% and a net margin of 3.73%.AGCO has set its FY 2026 guidance at 5.500-6.000 EPS. On average, sell-side analysts anticipate that AGCO will post 4.2 earnings per share for the current fiscal year.

AGCO Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Stockholders of record on Friday, February 13th will be issued a dividend of $0.29 per share. This represents a $1.16 annualized dividend and a dividend yield of 1.0%. The ex-dividend date of this dividend is Friday, February 13th. AGCO’s dividend payout ratio is 23.06%.

Wall Street Analyst Weigh In

AGCO has been the topic of a number of recent analyst reports. JPMorgan Chase & Co. reduced their price objective on shares of AGCO from $127.00 to $123.00 and set an “overweight” rating on the stock in a research report on Friday, December 19th. Citigroup increased their price target on AGCO from $115.00 to $120.00 and gave the stock a “neutral” rating in a report on Tuesday, January 13th. Wells Fargo & Company initiated coverage on AGCO in a research note on Thursday, November 13th. They set an “equal weight” rating and a $114.00 price target for the company. Oppenheimer upped their price objective on AGCO from $123.00 to $128.00 and gave the company an “outperform” rating in a research report on Wednesday, December 3rd. Finally, Truist Financial set a $134.00 target price on AGCO in a research note on Wednesday, January 14th. Three research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $111.80.

Insiders Place Their Bets

In other AGCO news, SVP Kelvin Eugene Bennett sold 250 shares of the stock in a transaction dated Monday, November 10th. The shares were sold at an average price of $104.28, for a total transaction of $26,070.00. Following the transaction, the senior vice president directly owned 17,130 shares in the company, valued at $1,786,316.40. This represents a 1.44% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 16.60% of the stock is currently owned by company insiders.

Institutional Trading of AGCO

Several hedge funds have recently modified their holdings of the company. EverSource Wealth Advisors LLC lifted its stake in shares of AGCO by 951.9% during the second quarter. EverSource Wealth Advisors LLC now owns 284 shares of the industrial products company’s stock worth $29,000 after buying an additional 257 shares during the period. Advisory Services Network LLC purchased a new position in AGCO in the 3rd quarter worth $33,000. Geneos Wealth Management Inc. lifted its position in AGCO by 109.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 364 shares of the industrial products company’s stock worth $34,000 after acquiring an additional 190 shares during the period. CIBC Private Wealth Group LLC purchased a new stake in AGCO during the 3rd quarter valued at about $50,000. Finally, Danske Bank A S purchased a new stake in AGCO during the 3rd quarter valued at about $54,000. 78.80% of the stock is owned by hedge funds and other institutional investors.

AGCO Company Profile

AGCO Corporation is a global leader in the design, manufacture and distribution of agricultural machinery and precision farming solutions. Headquartered in Duluth, Georgia, the company markets a diverse portfolio of well-known brands, including Massey Ferguson, Fendt, Challenger, Valtra and GSI, serving farmers and producers in North America, South America, Europe, the Middle East, Africa and Asia Pacific. Through an extensive dealer network, AGCO provides equipment tailored to a broad range of crop and livestock operations.

The company’s product offerings span tractors, combine harvesters, hay and forage tools, application equipment, seeding and tillage implements, as well as grain storage and protein solutions.